# ![@EUnicornHunter Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2007144092199989249.png) @EUnicornHunter Unicorn Hunter 📈

Unicorn Hunter 📈 posts on X about ai, target, debt, $aapl the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2007144092199989249/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2007144092199989249/c:line/m:interactions.svg)

- [--] Week [-----] -91%
- [--] Month [-------] +50,410%

### Mentions: [--] [#](/creator/twitter::2007144092199989249/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2007144092199989249/c:line/m:posts_active.svg)

- [--] Month [---] +4,633%

### Followers: [---] [#](/creator/twitter::2007144092199989249/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2007144092199989249/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +817%

### CreatorRank: [-------] [#](/creator/twitter::2007144092199989249/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2007144092199989249/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  81% [finance](/list/finance)  58% [technology brands](/list/technology-brands)  27% [countries](/list/countries)  6% [cryptocurrencies](/list/cryptocurrencies)  5% [automotive brands](/list/automotive-brands)  4% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[ai](/topic/ai) 25%, [target](/topic/target) 15%, [debt](/topic/debt) #1653, [$aapl](/topic/$aapl) 11%, [meta](/topic/meta) 10%, [sentiment](/topic/sentiment) 9%, [$meta](/topic/$meta) 8%, [$pgy](/topic/$pgy) 8%, [market](/topic/market) 8%, [math](/topic/math) #2035

**Top accounts mentioned or mentioned by**
[@trevhesinvests](/creator/undefined) [@cesarsroy](/creator/undefined) [@gusatlantis](/creator/undefined) [@stan96130](/creator/undefined) [@meetblossomapp](/creator/undefined) [@rockbtmentries](/creator/undefined) [@qualitystocksa](/creator/undefined) [@mvcinvesting](/creator/undefined) [@grok](/creator/undefined) [@thelonginvest](/creator/undefined) [@babykswanson](/creator/undefined) [@tacticzh](/creator/undefined) [@udiamondballs](/creator/undefined) [@topsecretstocks](/creator/undefined) [@marketmaestro1](/creator/undefined) [@hanakamatsu](/creator/undefined) [@thexcapitalist](/creator/undefined) [@dividendtalks](/creator/undefined) [@montanamatos](/creator/undefined) [@qualityinvest5](/creator/undefined)

**Top assets mentioned**
[Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/microsoft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Mosaic Co (MOS)](/topic/$mos) [Adobe, Inc. (ADBE)](/topic/$adbe) [Enphase Energy Inc (ENPH)](/topic/$enph) [DLocal Limited (DLO)](/topic/$dlo) [Centene Corp (CNC)](/topic/$cnc) [UnitedHealth Group (UNH)](/topic/$unh) [Humana Inc (HUM)](/topic/$hum) [UiPath, Inc. (PATH)](/topic/$path) [Novo-Nordisk (NVO)](/topic/$nvo) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Omada Health, Inc (OMDA)](/topic/$omda) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Now Coin (NOW)](/topic/$now) [CVS Health Corp (CVS)](/topic/$cvs) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RELX PLC (RELX)](/topic/$relx) [S&P Global Inc (SPGI)](/topic/$spgi) [American Water Works Company, Inc. (AWK)](/topic/$awk) [GAMA Coin (GAMA)](/topic/$gama) [CF Industries Holdings, Inc. (CF)](/topic/$cf) [Verizon Communications Inc. (VZ)](/topic/$vz) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"High quality data stock on sale $RELX (LSE $REL) A 40% crash in a year The herd is running for the hills but the 15-KPI math tells a different story with earnings just around the corner (expect a surprise improvement in margin) 👇 1/ The Myth: AI will kill LexisNexis. The Reality: LLMs hallucinate; RELX owns the Verified Truth. They aren't being replaced; they are embedding AI to drive 35% Margins. 2/ The Quality: 100% Cash Conversion and 72% ROE. In [--] years as a CA Ive seen few machines this efficient. They are literally printing cash to buy back 1.5B of their own (cheap) stock. 3/ The"  
[X Link](https://x.com/EUnicornHunter/status/2018612674976764163)  2026-02-03T09:09Z [---] followers, [----] engagements


"$SPGI EARNINGS: THE MONOPOLY FLASH SALE S&P Global is tumbling 13% today. The herd is panicking over "conservative guidance" but the 15-KPI math says buy the blood. 1/ The Maths: 52% Pre-Tax Margins and 69% Gross Margins. SPGI isn't a "business services" company; its a mandatory tax on the global debt market. The moat is as wide as ever. 2/ The Opportunity: Reset to 22x Forward P/E (lowest in years). With a 14% EPS jump and a massive Mobility Spin-off in play management is leaning into their high-margin core. 3/ The Buyback Bazooka: Management is using this crash to buy back shares. They just"  
[X Link](https://x.com/EUnicornHunter/status/2021216818665234747)  2026-02-10T13:36Z [---] followers, [---] engagements


"They'll be buying back as much stock as they can at these levels. They've done the right thing and gone conservative with their projections for [----] but in reality nothing has changed (at least not yet). Trillions of dollars of corporate debt needs to be refinanced in [--] - [--] and every bond requires an S&P rating https://twitter.com/i/web/status/2021299422882091377 https://twitter.com/i/web/status/2021299422882091377"  
[X Link](https://x.com/EUnicornHunter/status/2021299422882091377)  2026-02-10T19:05Z [---] followers, [---] engagements


"The "Golden Age" for Robinhood $HOOD is facing its first major structural challenge. While the company posted record [----] revenues ($4.47B) the market just punished the stock with an 8% post-earnings plunge (to $80.48) because the "Crypto Engine" is sputtering and the valuation has become detached from reality. Read the details below 👇 A. The Crypto "Hangover" is Real: In [----] crypto trading accounted for nearly 25% of Robinhoods top line. In Q4 that revenue slumped 38% to $221M. Crypto is a "Confidence Product." As Bitcoin price momentum stalled in early [----] the retail trader (Robinhood's"  
[X Link](https://x.com/EUnicornHunter/status/2021582577404916032)  2026-02-11T13:50Z [---] followers, [---] engagements


"My scanner identified American Water Works $AWK after a 30% spike in weekly impressions vs its 3-month average - investors are starting to rotate into safety. Ive finished the forensic 15-KPI audit and the data confirms it: Unicorn Score: 7.1/10 ✅ Cash Conversion: [---] ✅ Pre-tax Margin: 28.5% ✅ Intrinsic Value: $165 (20% upside) With 28% pre-tax margins and a regulated monopoly moat $AWK is the ultimate "Sleep at Night" play for [----]. There is another in this sector which hasn't received as much attention but has a better dividend yield Forward P/E of 16.6x vs 23.4x for $AWK and an EV/EBITDA"  
[X Link](https://x.com/EUnicornHunter/status/2013260910496772154)  2026-01-19T14:43Z [---] followers, [---] engagements


"@Quality_stocksA If we get a rotation to Defensives then I'm looking at $AWK - reasosns below 👇 https://x.com/i/status/2013260910496772154 My scanner identified American Water Works $AWK after a 30% spike in weekly impressions vs its 3-month average - investors are starting to rotate into safety. Ive finished the forensic 15-KPI audit and the data confirms it: Unicorn Score: 7.1/10 ✅ Cash Conversion: [---] ✅ https://t.co/Rb8BQY1hxn https://x.com/i/status/2013260910496772154 My scanner identified American Water Works $AWK after a 30% spike in weekly impressions vs its 3-month average -"  
[X Link](https://x.com/EUnicornHunter/status/2013271944473252074)  2026-01-19T15:26Z [---] followers, [--] engagements


"Analysts are missing the EBITDA inflexion point against Omada Health $OMDA. When a company with 64% Gross Margins (software-level) stops burning cash and starts generating it the valuation re-rating is usually violent. The Growth Engine: 51.5% Revenue Growth 55% Member Growth The Margin Monster: 64.3% Gross Margins 85% EPS Acceleration The Valuation Floor: 3.5x EV/Revenue The Quality Check: Net Liquidity of $199M + ZERO Debt Target: $26 (+58% Upside) The details; The Operating Leverage: Because Omadas AI (OmadaSpark) handles the low-level administrative tasks of coaching they can now add 40%"  
[X Link](https://x.com/EUnicornHunter/status/2014795259369128323)  2026-01-23T20:19Z [---] followers, [---] engagements


"@mvcinvesting The fundamentals and technicals align for $OMDA 👌 https://x.com/i/status/2014795259369128323 Analysts are missing the EBITDA inflexion point against Omada Health $OMDA. When a company with 64% Gross Margins (software-level) stops burning cash and starts generating it the valuation re-rating is usually violent. The Growth Engine: 51.5% Revenue Growth 55% Member Growth https://t.co/jqfwRw7oLq https://x.com/i/status/2014795259369128323 Analysts are missing the EBITDA inflexion point against Omada Health $OMDA. When a company with 64% Gross Margins (software-level) stops burning"  
[X Link](https://x.com/EUnicornHunter/status/2014806707944161636)  2026-01-23T21:05Z [---] followers, [---] engagements


"$SMCI from a fundamental perspective needs to prove a lot for itself and currently is not a worthy investment. From a very short term technical perspective the current price sits on support has a positive divergence with the RSI and interestingly [--] out of the last [--] earnings calls have seen price rally before dumping. On the other occasion (the most similar to this scenario) price rallies after earnings. From a pure short term speculative point of view the probability of a short term rally appears high. https://twitter.com/i/web/status/2015510141123100813"  
[X Link](https://x.com/EUnicornHunter/status/2015510141123100813)  2026-01-25T19:40Z [---] followers, [----] engagements


"$CNC just hit the lower channel [--] EMA and [---] EMA on the back of trumps announcement about capping Medicare rates. Medicare is estimated to only make up 18%-20% of $CNC's revenue compared to 50% for $UNH and 85% for $HUM. This has created the pullback and entry point I noted on the 12th Jan. The market is panicking over the Fed but this presents an opportunity for a re-rating of defensive stocks. After a heavy [----] $CNC is set to pivot from a GAAP loss to a projected $5.80+ EPS in [----]. Forward P/E: 7.4x (56% Sector Discount) PEG Ratio: [----] (Forensic Value) https://t.co/HfwaDVGJew The"  
[X Link](https://x.com/EUnicornHunter/status/2016408959498830233)  2026-01-28T07:12Z [---] followers, [----] engagements


"This one is a bit closer to home (and less costly in FX)👇 Recurring revenue is the only true moat $GAMA Ive finished the forensic audit of Gamma Communications $GAMA. Analysts are ignoring the 85M buyback and the 53% Gross Margins. The Maths: Trading at 10.6x Forward P/E for a company with 89% recurring revenue. The Catalyst: The [----] UK PSTN switch-off is a forced upgrade cycle for their entire market. The Quality: Virtually debt-free (9.4m net) after buying the German market. Target: 1500p (+63% Upside). Gamma is no longer just a UK phone provider; it is the backbone of European Unified"  
[X Link](https://x.com/EUnicornHunter/status/2016573060535427434)  2026-01-28T18:04Z [---] followers, [---] engagements


"$GAMA has the technicals to back up the debt free 10.6x P/E 7.3x EV/EBITDA (5 year avg of 13.4x) and 89% recurring revenue client base. RSI divergence and the price is at the COVID support level. A price of [----] brings this back in line with fair value. This one is a bit closer to home (and less costly in FX)👇 Recurring revenue is the only true moat $GAMA Ive finished the forensic audit of Gamma Communications $GAMA. Analysts are ignoring the 85M buyback and the 53% Gross Margins. The Maths: Trading at 10.6x Forward P/E https://t.co/OcgS7HgHNr This one is a bit closer to home (and less"  
[X Link](https://x.com/EUnicornHunter/status/2016574712885735539)  2026-01-28T18:10Z [---] followers, [---] engagements


"Microcap Unicorn Alert: $LIEN (Chicago Atlantic BDC) $LIEN is a specialized lender to the cannabis sector and the 15-KPI maths is screaming. The Valuation Gap: Trading at a 0.83x Price/Book Dividend Yield: 12.4% PEG Ratio: [----] (Deep Value) Pre-Tax Margin: 62.7% Quick Ratio: [----] (Fortress Liquidity) Weighted Unicorn Score: 8.1/10. The Macro Tailwinds: With potential federal rescheduling on the horizon $LIEN s borrowers get healthier lowering default risk while the "spread" remains fat. Its an income engine disguised as a microcap. Target: $18.50 (31% Total Return potential)."  
[X Link](https://x.com/EUnicornHunter/status/2016963890521792898)  2026-01-29T19:57Z [---] followers, [---] engagements


"My concern with $META is that it's CAPEX makes up nearly 40% of revenue. $META doesn't have the same advantage as $MSFT or $AMZN where they rent the chips out through Azure/AWS. The pinch is already being felt with FCF down from 6% to 3.5% and the depreciation charges bite hard towards the end of this year. $AAPL is the MAG7 stock with the most risk adverse capex strategy that is proven to add at least 2% - 3% in margins. https://x.com/i/status/2017697759638524030 https://x.com/i/status/2017697759638524030"  
[X Link](https://x.com/EUnicornHunter/status/2017984665550807285)  2026-02-01T15:33Z [---] followers, [---] engagements


"THE PAYROLL DUEL: $PAYC vs $PAYX 👇 I ran the 15-KPI Audit on the two giants of HCM. 1/ The Debt Story: $PAYX has $5B in debt (128% D/E) after the Paycor buy. $PAYC ZERO DEBT. 2/ The Valuation Gap: $PAYC is trading at 17x P/Ea 74% discount to its 10-year average. With a PEG of [---] its 40% cheaper than $PAYX. You are buying the same quality for a fraction of the price. 3/ The Cash King: $PAYCs Cash Conversion (1.15) beats $PAYX (0.95). Paycom prints more cash per dollar of earnings than anyone in the sector. Subscription dominance is the secret sauce. 4/ Verdict: $PAYX is for your grandmas"  
[X Link](https://x.com/EUnicornHunter/status/2018340798790545751)  2026-02-02T15:08Z [---] followers, [---] engagements


"@GusAtlantis @grok I like your train of thoughts here Gustavo 👌"  
[X Link](https://x.com/EUnicornHunter/status/2021273995824255296)  2026-02-10T17:24Z [---] followers, [--] engagements


"100% - they'll be buying back as much stock as they can at these levels. They've done the right thing and gone conservative with their projections for [----] but in reality nothing has changed (at least not yet). Trillions of dollars of corporate debt needs to be refinanced in [--] - [--] and every bond requires an S&P rating https://twitter.com/i/web/status/2021299232569950510 https://twitter.com/i/web/status/2021299232569950510"  
[X Link](https://x.com/EUnicornHunter/status/2021299232569950510)  2026-02-10T19:04Z [---] followers, [--] engagements


"I expect $REL / $RELX to hit the support at [--] with their earnings call on the 12th Feb firing this straight back to [--]. $REL owns the data that LLMs would love to have. High quality data stock on sale $RELX (LSE $REL) A 40% crash in a year The herd is running for the hills but the 15-KPI math tells a different story with earnings just around the corner (expect a surprise improvement in margin) 👇 1/ The Myth: AI will kill LexisNexis. The https://t.co/UIpD4CgvcG High quality data stock on sale $RELX (LSE $REL) A 40% crash in a year The herd is running for the hills but the 15-KPI math tells a"  
[X Link](https://x.com/EUnicornHunter/status/2018613518241828896)  2026-02-03T09:12Z [---] followers, [---] engagements


"@TheLongInvest $APPL is playing it logically and investing in its own chip production It's following gross margins that are known 👌 https://x.com/i/status/2017851874343264691 THE APPLE $AAPL EFFICIENCY PLAY: Silicon Servers 🦄 While the rest of the Mag [--] are sprinting into a $400B AI Depreciation Trap Apple is playing a different game. Im following the Gross Margin trail. 🧵👇 https://x.com/i/status/2017851874343264691 THE APPLE $AAPL EFFICIENCY PLAY: Silicon Servers 🦄 While the rest of the Mag [--] are sprinting into a $400B AI Depreciation Trap Apple is playing a different game. Im following"  
[X Link](https://x.com/EUnicornHunter/status/2021664471077495272)  2026-02-11T19:15Z [---] followers, [---] engagements


"Why I think we see $PATH beat its earnings estimate on the 18th March; [--]. The "Agentic" Revenue Lag: Management has been conservative stating that "Agentic" solutions won't hit the top line until FY2027. However my analysis of Microsoft Azure AI Foundry partnerships suggests that early adopters are already upsizing their UiPath contracts to secure "Agentic" capacity. [--]. The Operating Leverage "Magic": Last quarter (Q3) UiPath achieved its first GAAP profitable third quarter in six years. They have flattened their management structure and re-aligned sales to focus on ROI rather than"  
[X Link](https://x.com/EUnicornHunter/status/2021714567508668728)  2026-02-11T22:34Z [---] followers, [---] engagements


"A perfect set of earnings results for $DECK and price reacted how you'd expect. $DECK doesn't like to leave gaps unfilled so expect to see $100 at some point however I expect this to be the floor and price structure to build for a much larger thrust higher. Ive finished the forensic audit of Deckers Brands $DECK. While the crowd fears a consumer slowdown the data shows a Quality Unicorn at its cheapest valuation in years. The Setup: Trading at 14x P/E with Net Cash ($1.4B). The Moat: HOKA international growth (+29%) is just https://t.co/JeUcYg8x3P Ive finished the forensic audit of Deckers"  
[X Link](https://x.com/EUnicornHunter/status/2018348919818682510)  2026-02-02T15:40Z [---] followers, [--] engagements


"$SPGI will be buying back as much stock as they can at these levels. They've done the right thing and gone conservative with their projections for [----] but in reality nothing has changed (at least not yet). Trillions of dollars of corporate debt needs to be refinanced in [--] - [--] and every bond requires an S&P rating https://twitter.com/i/web/status/2021345231187112409 https://twitter.com/i/web/status/2021345231187112409"  
[X Link](https://x.com/EUnicornHunter/status/2021345231187112409)  2026-02-10T22:07Z [---] followers, [---] engagements


"@stan96130 I agree that it probably is north of $350m. Nonetheless it's a great acquisition into an area with high cash clients and regulatory requirements"  
[X Link](https://x.com/EUnicornHunter/status/2021845146401144846)  2026-02-12T07:13Z [---] followers, [--] engagements


"100% - $NVO's management team has delivered the following three key drivers for future growth in the last month; The Catalent Shield (Jan [----] Update): The $11B acquisition of the Catalent fill-finish sites is now fully integrated. Starting this quarter Novos output for Wegovy and Ozempic is projected to increase by 40% YoY. The supply shortage that crippled the stock in [----] is officially over. The "Oral" Hegemony: While shots get the headlines the mass market wants pills. Novo's Oral Wegovy (approved Dec 2025) and the success of Amycretin Phase [--] trials (14.5% loss in [--] weeks) place Novo"  
[X Link](https://x.com/EUnicornHunter/status/2015860658496274584)  2026-01-26T18:53Z [---] followers, [---] engagements


"@trevhesinvests @meetblossomapp Apologies I meant to type 0.6% - that's what I've researched for [----] impairments as a percentage of network volume Glad we're on the same page with $PGY 🤝"  
[X Link](https://x.com/EUnicornHunter/status/2015872816680231302)  2026-01-26T19:41Z [---] followers, [---] engagements


"@babykswanson The acquisition of Cymbio in Jan is the turning point for sentiment against $PYPL - Agentic commerce is the next frontier and PayPal is getting ahead of the crowd https://x.com/EUnicornHunter/status/2015778474745548900s=20 Ive finished the forensic audit of PayPal $PYPL. There are three key fundamental considerations since the start of the year; The Cymbio Acquisition (Jan [--] 2026): PayPal just acquired Cymbio a multi-channel orchestration platform. This isn't just another bolt-on; it allows https://t.co/B8dwfXyVLq https://x.com/EUnicornHunter/status/2015778474745548900s=20 Ive"  
[X Link](https://x.com/EUnicornHunter/status/2015901616830816738)  2026-01-26T21:36Z [---] followers, [---] engagements


"@TacticzH $NVO is incredibly cheap still - I want to see some accumulation at these levels and then the impulsive waves higher https://x.com/i/status/2015781169950785596 Ive finished the forensic audit of Novo Nordisk $NVO - this one is a must read 👇 The Maths: Trading at 16.8x P/E for 28% growth. A PEG of [----] is a statistical anomaly in Pharma. The Catalyst: Manufacturing capacity is up 40%. The supply shortage is no more. The Future: Oral https://t.co/WIjUaawaUd https://x.com/i/status/2015781169950785596 Ive finished the forensic audit of Novo Nordisk $NVO - this one is a must read 👇 The"  
[X Link](https://x.com/EUnicornHunter/status/2015905201878675894)  2026-01-26T21:50Z [---] followers, [---] engagements


"$HIVE has uncovered the perfect strategy in how to benefit from large power infrastructure assets but without the liquity squeeze and debt stranglehold. In Paraguay their joint venture allows them to bring their expertise and knowledge to the table without having to fund the expensive capital programme of purchasing NVIDIA H100s or B200s chips that are required for tier III AI data centres. They're currently onto the next one which is the 100MW expansion of their Phillipine setup. This capex spend is worth $40m however their current ratio of over [--] means they have plenty of liquity and a debt"  
[X Link](https://x.com/EUnicornHunter/status/2011341416010567855)  2026-01-14T07:35Z [---] followers, [---] engagements


"@RockBtmEntries We are seeing price demand drivers such as Brazil recover and prices beginning to appreciate. $MOS is the best exposure to this cycle 👇 https://x.com/i/status/2010995288379424912 @UDiamondBalls $MOS is where the fundamentals and technicals align 💯 The market is looking backwards at 2024's fertilizer price crater while the data is pointing forward to a [----] recovery driven by operational leverage and stabilizing demand in key markets like Brazil. Trading at 6.7x https://t.co/6zuINEIYa9 https://x.com/i/status/2010995288379424912 @UDiamondBalls $MOS is where the fundamentals"  
[X Link](https://x.com/EUnicornHunter/status/2011488235458117799)  2026-01-14T17:19Z [---] followers, [----] engagements


"The market is mispricing PayPal by overlooking three structural shifts. Their Microsoft Copilot integration captures the rise of AI commerce while the Adyen partnership scales their Fastlane technology through former competitors. Combined with a [--] billion dollar buyback retiring [--] percent of shares the current valuation ignores a massive capital return and strategic pivot. https://twitter.com/i/web/status/2011548664448401630 https://twitter.com/i/web/status/2011548664448401630"  
[X Link](https://x.com/EUnicornHunter/status/2011548664448401630)  2026-01-14T21:19Z [---] followers, [---] engagements


"Mosaic $MOS is up 10% in [--] days. Is it too late to buy Most retail investors see a green candle and panic-buy. I look at the EV/EBITDA. At 4.7x Mosaic is trading at a 40% discount to its 5-year average. The Macro: India and Brazil are restocking potash at 2022-levels. Demand is sticky; supply is tight. The Maths: A PEG of [----] means you are paying less than half of what the growth is "worth." Why Im hunting $MOS for the [----] recovery. 🧪🚜 The Value Gap: $MOS is trading at 6.7x earnings. The sector median is 12x+. Thats a 45% discount for a market leader. Efficiency: $250M in cost savings"  
[X Link](https://x.com/EUnicornHunter/status/2011797171352322438)  2026-01-15T13:46Z [---] followers, [---] engagements


"The market is mispricing PayPal by overlooking three structural shifts. Their Microsoft Copilot integration captures the rise of AI commerce while the Adyen partnership scales their Fastlane technology through former competitors. Combined with a [--] billion dollar buyback retiring [--] percent of shares the current valuation ignores a massive capital return and strategic pivot https://twitter.com/i/web/status/2012152448450757026 https://twitter.com/i/web/status/2012152448450757026"  
[X Link](https://x.com/EUnicornHunter/status/2012152448450757026)  2026-01-16T13:18Z [---] followers, [---] engagements


"$PATH: The AI "Profitability Flip" After [--] years of losses UiPath just delivered $198M in GAAP Net Income. The Metrics: PEG: [----] (Target 1.0) Gross Margins: 83% Cash: $1.4Bn (Zero Debt) Valuation: Trading at 22x Fwd P/E vs. Sector 32x. This is a classic mispricing by the market. Automation isn't dead; it's evolving into Agentic AI. Entry: There is a significant amount of confluence around the $14.1 mark with a channel supporting a short term price target of $21. https://twitter.com/i/web/status/2012242554587164938 https://twitter.com/i/web/status/2012242554587164938"  
[X Link](https://x.com/EUnicornHunter/status/2012242554587164938)  2026-01-16T19:16Z [---] followers, [----] engagements


"$CF is a very good investment - margins similar to $MOS good growth forecasted bullish pendant on the charts 👌 $NTR on the other hand has an operating margin of 12% ($CF 31%) and no forecasted growth. Both show value on an EV/EBITDA basis but $CF is the better choice by miles 👍 https://twitter.com/i/web/status/2012445171950956938 https://twitter.com/i/web/status/2012445171950956938"  
[X Link](https://x.com/EUnicornHunter/status/2012445171950956938)  2026-01-17T08:41Z [---] followers, [---] engagements


"100% agree - sentiment often drives prices fundamentals are more there for risk management. I really do like the charts for both $CF and $MOS. The crypto miners $CLSK $BTBT and $MARA are another sector that are currently experiencing breakouts. These companies by far have the best fundamentals and growth prospects - definitely worth a look https://twitter.com/i/web/status/2012479681895805310 https://twitter.com/i/web/status/2012479681895805310"  
[X Link](https://x.com/EUnicornHunter/status/2012479681895805310)  2026-01-17T10:58Z [---] followers, [--] engagements


"As part of my Grok-powered scan of stocks near 52-week lows with surging sentiment Verizon $VZ stood out with a 31% spike in weekly impressions vs. its 3-month average. Ive applied the forensic 15-KPI audit and here is why $VZ is a high-conviction core investment play: Unicorn Score: 7.4/10 ✅ Current Price: $38 ✅ Intrinsic Value: $49 ✅ 12M Target: $46 (+21% Upside) ✅ Dividend Yield: 6.7% (The "Pay-to-Wait" feature) The market is pricing $VZ like a legacy utility in decline but the data shows a cash-flow machine at a deep discount. With a PEG ratio of [----] you are essentially getting the"  
[X Link](https://x.com/EUnicornHunter/status/2013243132272336990)  2026-01-19T13:32Z [---] followers, [---] engagements


"Biotech Hope to Commercial Reality $ZVRA Zevra Therapeutics $ZVRA is the "Unicorn of the Year" candidate for [----]. ✅ 94% Gross Margins + 70% Revenue Growth. ✅ A PEG of [----]. ✅ The Catalyst: Uniphar deal (Jan 12) + JPM Conference momentum. ✅ Target: $22.50 (+152% Upside). The "Safety Gap" here is a canyon. Trading at 14x Forward P/E for a business growing earnings at 300% YoY is a market failure we can exploit. There are three key drivers here; [--]. The Miplyffa Global "Squeeze": Last week's deal with Uniphar (Jan [--] 2026) opens reimbursed "named-patient" access outside Europe before formal EMA"  
[X Link](https://x.com/EUnicornHunter/status/2013387325208776925)  2026-01-19T23:05Z [---] followers, [----] engagements


"Rivian $RIVN is no longer just an EV maker; it is a Software Licensor. There are two pillars the market is fundamentally underestimating: The "RV Tech" Joint Venture: The partnership with Volkswagen (12.3% stake) is the ultimate validator. In Q3 [----] alone this JV contributed $214M in high-margin revenue. This is pure "software-gold" that carries 80%+ margins subsidizing the capital-heavy car manufacturing. The R2 Launch (H1 2026): Deliveries of the $45000 R2 SUV are starting this year. This is Rivian's "Model [--] moment." By using the Normal IL factory (instead of a new build) theyve saved"  
[X Link](https://x.com/EUnicornHunter/status/2013589163962970353)  2026-01-20T12:27Z [---] followers, [----] engagements


"$RIVN from a technical perspective is range bound within a channel. The latest pull back now sits at the [-----] fib level the [---] day EMA and price chart resistance turned support. This is lining up as a clean entry point. Rivian $RIVN is no longer just an EV maker; it is a Software Licensor. There are two pillars the market is fundamentally underestimating: The "RV Tech" Joint Venture: The partnership with Volkswagen (12.3% stake) is the ultimate validator. In Q3 [----] alone this JV https://t.co/5mfCHKClAG Rivian $RIVN is no longer just an EV maker; it is a Software Licensor. There are two"  
[X Link](https://x.com/EUnicornHunter/status/2013592831441387948)  2026-01-20T12:41Z [---] followers, [----] engagements


"The Solar Winter is ending 👇 My Grok scanner flagged Enphase $ENPH with a 31% sentiment surge at a 52-week low. Ive completed the forensic 15-KPI audit and the "Safety Gap" is wider than I've seen in years. Unicorn Score: 8.2/10 ✅ Current Price: $35 ✅ Intrinsic Value: $85 (58% Discount) ✅ 12M Target: $80 (+129% Upside) ✅ Secret Weapon: IRA 45X tax credits are a hidden margin bomb. The market sees a component seller; the data shows a high-margin cash machine. Stop watching the price start watching the cash flow. https://twitter.com/i/web/status/2013597389186269345"  
[X Link](https://x.com/EUnicornHunter/status/2013597389186269345)  2026-01-20T13:00Z [---] followers, [----] engagements


"$PATH is right on the fib [-----] retracement where we also have the [---] day MA and lower channel boundary. Wait for price structure to form and then look for the swing. Reminder below as to why on a fundamental basis $PATH is one of the best investments currently 👇 $PATH: The AI "Profitability Flip" After [--] years of losses UiPath just delivered $198M in GAAP Net Income. The Metrics: PEG: [----] (Target 1.0) Gross Margins: 83% Cash: $1.4Bn (Zero Debt) Valuation: Trading at 22x Fwd P/E vs. Sector 32x. This is a classic mispricing by https://t.co/RSBJXIXyfs $PATH: The AI "Profitability Flip" After"  
[X Link](https://x.com/EUnicornHunter/status/2013685969782812927)  2026-01-20T18:52Z [---] followers, [----] engagements


"Thanks - appreciate it The $VW JV $RIVN secured really was a turning point. They've already received $1bn from the deal with another $4.8bn to come They secured a DOE loan of $6.6bn to build their plant in Georgia that is estimated to have a [----] CAPEX of $2.1bn. R1 is about to reach positive margin and R2 will disrupt the US EV sector https://twitter.com/i/web/status/2013686981524410478 https://twitter.com/i/web/status/2013686981524410478"  
[X Link](https://x.com/EUnicornHunter/status/2013686981524410478)  2026-01-20T18:56Z [---] followers, [---] engagements


"Every time $ADBE has been this oversold on the daily RSI we have seen a 17% - 33% rally. In a climate of instability large defensive names with huge cash piles get bought. This is currently right in my buy zone with a target set of $372 within the next [--] months. The "death by competition" narrative kills more retail portfolios than it does actual companies. It happened to Adobe ($ADBE) during the mobile shift. It happened again when Figma launched. Now The "AI will replace designers" panic has compressed the valuation to levels we https://t.co/Jil8FlDiP7 The "death by competition" narrative"  
[X Link](https://x.com/EUnicornHunter/status/2013729754168402067)  2026-01-20T21:46Z [---] followers, [----] engagements


"Analysts are writing off dLocal $DLO because theyre scared of currency headlines. They are ignoring the 7.2% FCF Yield and the Net Cash balance sheet The Moat: The "One API" bridge for Big Tech into the frontier. Non-discretionary infrastructure. The Math: 12.5x Forward P/E for 30%+ growth. A PEG of [----] is a market failure. Target: $18.50 (+103% Upside). Rationale 👇 The "Merchant-Funded" Shield: dLocal doesn't take the currency risk; the merchants (Big Tech) do. dLocal is the toll booth. As long as people in Brazil Egypt and Nigeria buy things from the US/Europe dLocal collects its fee in"  
[X Link](https://x.com/EUnicornHunter/status/2013970715867766929)  2026-01-21T13:43Z [---] followers, [----] engagements


"The chart for $DLO also looks ready for a bounce - the recent pullback sits on the [-----] fib [---] day EMA and lower channel Analysts are writing off dLocal $DLO because theyre scared of currency headlines. They are ignoring the 7.2% FCF Yield and the Net Cash balance sheet The Moat: The "One API" bridge for Big Tech into the frontier. Non-discretionary infrastructure. The Math: 12.5x Forward https://t.co/NYc3n4V8vm Analysts are writing off dLocal $DLO because theyre scared of currency headlines. They are ignoring the 7.2% FCF Yield and the Net Cash balance sheet The Moat: The "One API" bridge"  
[X Link](https://x.com/EUnicornHunter/status/2013971389816967439)  2026-01-21T13:46Z [---] followers, [----] engagements


"@topsecretstocks $DLO has one of the best models with a FCF yield of 7.5% https://x.com/EUnicornHunter/status/2013970715867766929s=20 Analysts are writing off dLocal $DLO because theyre scared of currency headlines. They are ignoring the 7.2% FCF Yield and the Net Cash balance sheet The Moat: The "One API" bridge for Big Tech into the frontier. Non-discretionary infrastructure. The Math: 12.5x Forward https://t.co/NYc3n4V8vm https://x.com/EUnicornHunter/status/2013970715867766929s=20 Analysts are writing off dLocal $DLO because theyre scared of currency headlines. They are ignoring the 7.2%"  
[X Link](https://x.com/EUnicornHunter/status/2013971874753994793)  2026-01-21T13:48Z [---] followers, [---] engagements


"@MarketMaestro1 The recent pullback sits on the [-----] fib [---] day EMA and lower channel $DLO has the fundamentals and technicals on its side https://x.com/EUnicornHunter/status/2013971389816967439s=20 The chart for $DLO also looks ready for a bounce - the recent pullback sits on the [-----] fib [---] day EMA and lower channel https://t.co/11C41ZZmdC https://x.com/EUnicornHunter/status/2013971389816967439s=20 The chart for $DLO also looks ready for a bounce - the recent pullback sits on the [-----] fib [---] day EMA and lower channel https://t.co/11C41ZZmdC"  
[X Link](https://x.com/EUnicornHunter/status/2014060673047630198)  2026-01-21T19:40Z [---] followers, [---] engagements


"This looks like a very promising turning point on $PATH's chart. $ZETA and $DLO look the exact same 👌 $PATH is right on the fib [-----] retracement where we also have the [---] day MA and lower channel boundary. Wait for price structure to form and then look for the swing. Reminder below as to why on a fundamental basis $PATH is one of the best investments currently 👇 https://t.co/lsb9OUAFtM $PATH is right on the fib [-----] retracement where we also have the [---] day MA and lower channel boundary. Wait for price structure to form and then look for the swing. Reminder below as to why on a"  
[X Link](https://x.com/EUnicornHunter/status/2014417044767175165)  2026-01-22T19:17Z [---] followers, [----] engagements


"Very strong 12% move with volume today on $GTLB - expect further follow through in the next few days with $40 the next stop. GitLab $GTLB is the DevOps King currently trading in the "Bargain Bin." The 15-KPI Breakdown: Growth: Revenue growth is holding steady at 30%+ GitLab is essential infrastructure not a luxury. 📈 Profitability: Gross margins are a staggering 89%. This is "software-gold" https://t.co/mAuglDnNzf GitLab $GTLB is the DevOps King currently trading in the "Bargain Bin." The 15-KPI Breakdown: Growth: Revenue growth is holding steady at 30%+ GitLab is essential infrastructure"  
[X Link](https://x.com/EUnicornHunter/status/2014447596488536444)  2026-01-22T21:18Z [---] followers, [----] engagements


"The autonomous driving sector is undergoing a massive "Second Wave." While analysts are "writing it off" as a legacy chip provider losing ground to Teslas FSD they are missing the Structural Rebound. $MBLY is currently the "plumbing" for the global ADAS market and its move from basic sensors to full-stack SuperVision systems is creating a massive "Safety Gap" in its valuation. The [----] Earnings Inflection: After clearing the 2024/25 inventory buildup $MBLY is entering [----] with a "lean" supply chain and a backlog of SuperVision orders that carry 2x the revenue per vehicle of legacy EyeQ"  
[X Link](https://x.com/EUnicornHunter/status/2014457752463012348)  2026-01-22T21:58Z [---] followers, [----] engagements


"Fintech is a commodity but Profitability is a Moat. $SEZL The Maths: 14x Forward P/E for 33% EPS growth. A PEG of [----] is a gift. The Pivot: Subscription revenue is transforming the model from "one-off fees" to "recurring gold." The Setup: 34% undervalued with a 71% Gross Margin. Target: $110 (+61% Upside). Details below 👇 The High-Margin Trap: Unlike peers who rely purely on merchant fees Sezzle has successfully pivoted to Sezzle Premium and Sezzle Anywhere. These subscription models turn one-time BNPL users into recurring revenue streams currently representing a significant portion of the"  
[X Link](https://x.com/EUnicornHunter/status/2014694672191439223)  2026-01-23T13:40Z [---] followers, [----] engagements


"The fundamentals of $ENPH make it a strong buy (see analysis below 👇) and now the technical breakout supports a [----] rally. Look for price to pull back to $36 where we have previous resistance (now support) and both the [--] day & [---] day EMA. If price holds this level expect a very good year for $ENPH The Solar Winter is ending 👇 My Grok scanner flagged Enphase $ENPH with a 31% sentiment surge at a 52-week low. Ive completed the forensic 15-KPI audit and the "Safety Gap" is wider than I've seen in years. Unicorn Score: 8.2/10 ✅ Current Price: $35 ✅ Intrinsic Value: https://t.co/x2JNyl8O89"  
[X Link](https://x.com/EUnicornHunter/status/2014797221980479539)  2026-01-23T20:27Z [---] followers, [----] engagements


"I have completed the forensic deep dive into ServiceNow $NOW We are moving from the "Era of Software" to the "Era of Autonomic Intelligence" and $NOW has the right ingredients to position it at the forefront of this movement. Here is the Deep-Dive Thread. 🧵👇 Today I've undertaken the below deep scan to identify high quality stocks with improving sentiment but still low valuations this was my criteria; ✅ Market Cap: $50m ✅ Value Entry: Within 25% of 52-week lows ✅ Sentiment Surge: This weeks impressions 20% above the 3-month https://t.co/8ioJrEABPG Today I've undertaken the below deep scan"  
[X Link](https://x.com/EUnicornHunter/status/2015414912193835365)  2026-01-25T13:22Z [---] followers, [---] engagements


"Analysts are writing off Pagaya $PGY because they think it's just another lender. The 6.4x Forward P/E [----] PEG. [----] Cash Conversion and the $10.7B network volume tell a different story 👇 The Setup: Swung to profitability with a 44% surge in institutional interest. The Moat: AI underwriting evaluating 238B data points. Its the "Brain" of consumer credit. The Maths: 273% EPS growth with a [----] PEG. Statistical insanity. Target: $45 (+106% Upside). Detailed Analysis: The B2B2C Moat: Pagaya doesn't find customers; its partners (banks like US Bank or auto lenders) do. They integrate directly"  
[X Link](https://x.com/EUnicornHunter/status/2015456377226084778)  2026-01-25T16:07Z [---] followers, [----] engagements


"On the technical side for $NVO I see a short term target of $68 (i.e. gap fill) with a pullback towards the support at $52. We want to see price structure and accumulation take place between these levels"  
[X Link](https://x.com/EUnicornHunter/status/2015847244449140999)  2026-01-26T18:00Z [---] followers, [----] engagements


"@trevhesinvests @meetblossomapp In their Q3 earnings call they gave the guidance attached 👍"  
[X Link](https://x.com/EUnicornHunter/status/2015874986892763476)  2026-01-26T19:50Z [---] followers, [--] engagements


"Haha Nancy is probably just after the loss to offset some of the taxes owed on her capital gains. The acquisition of Cymbio in Jan is the turning point for sentiment against $PYPL - Agentic commerce is the next frontier and PayPal is getting ahead of the crowd https://x.com/EUnicornHunter/status/2015778474745548900s=20 https://x.com/EUnicornHunter/status/2015778474745548900s=20"  
[X Link](https://x.com/EUnicornHunter/status/2015900967972004288)  2026-01-26T21:33Z [---] followers, [----] engagements


"Ive finished the forensic audit of Upstart $UPST. The market thinks it's a "Rate Play"; but in reality it's an Efficiency Monopoly. The Maths: Swung from a $129M loss to $50M GAAP profit in one year. The Moat: 91% Loan Automation. While banks hire people Upstart hires algorithms. The Setup: Trading at 20.5x Forward P/E with 71% revenue growth. A [----] PEG is statistical theft. Target: $80.00 (+74% Upside). Detailed analysis below 👇 The Automation Moat: 91% of Upstarts loans are now fully automated. This isn't just a "feature"; its a structural margin advantage. While legacy banks hire rooms"  
[X Link](https://x.com/EUnicornHunter/status/2016145975513874739)  2026-01-27T13:47Z [---] followers, [----] engagements


"@Han_Akamatsu The acquisition of Cymbio in Jan is the turning point for sentiment against $PYPL - Agentic commerce is the next frontier and PayPal is getting ahead of the crowd https://x.com/i/status/2015778474745548900 Ive finished the forensic audit of PayPal $PYPL. There are three key fundamental considerations since the start of the year; The Cymbio Acquisition (Jan [--] 2026): PayPal just acquired Cymbio a multi-channel orchestration platform. This isn't just another bolt-on; it allows https://t.co/B8dwfXyVLq https://x.com/i/status/2015778474745548900 Ive finished the forensic audit of"  
[X Link](https://x.com/EUnicornHunter/status/2016232462792184076)  2026-01-27T19:30Z [---] followers, [---] engagements


"The most important point of all of this is that $UPST raised $690m of convertible debt at 0% for repayment in [----] Institutions don't do this unless they think it's worth converting to equity at a significnat premium to today share price The timeline of debt is as follows; They successfully refinanced the $661m due in Aug [--] by issuing convertible notes worth $690m that expire in [----]. There's approximately $8m left for them to settle in August. After that there is $375m to settle in [----] which is again convertible with a 2% coupon. https://x.com/i/status/2016145975513874739"  
[X Link](https://x.com/EUnicornHunter/status/2016236745428246813)  2026-01-27T19:47Z [---] followers, [---] engagements


"2026 estimated exposure to Medicare and Gov reimbursement changes for $CNC $UNH $HUM & $CVS 👇 $CNC just hit the lower channel [--] EMA and [---] EMA on the back of trumps announcement about capping Medicare rates. Medicare is estimated to only make up 18%-20% of $CNC's revenue compared to 50% for $UNH and 85% for $HUM. This has created the pullback and entry point I https://t.co/jzyvrnAR7q $CNC just hit the lower channel [--] EMA and [---] EMA on the back of trumps announcement about capping Medicare rates. Medicare is estimated to only make up 18%-20% of $CNC's revenue compared to 50% for $UNH and"  
[X Link](https://x.com/EUnicornHunter/status/2016409491340660976)  2026-01-28T07:14Z [---] followers, [---] engagements


"$PGY vs $UPST - KPI comparison 👇 $PGY holds better value from an investment perspective"  
[X Link](https://x.com/EUnicornHunter/status/2016494217955017088)  2026-01-28T12:51Z [---] followers, [----] engagements


"@trevhesinvests Haha I agree but $PGY is already so cheap when compared to $UPST https://x.com/i/status/2016494217955017088 $PGY vs $UPST - KPI comparison 👇 $PGY holds better value from an investment perspective. https://t.co/C2i73v1XZP https://x.com/i/status/2016494217955017088 $PGY vs $UPST - KPI comparison 👇 $PGY holds better value from an investment perspective. https://t.co/C2i73v1XZP"  
[X Link](https://x.com/EUnicornHunter/status/2016520081203658987)  2026-01-28T14:33Z [---] followers, [---] engagements


"I'm just waiting for that pullback to the $52 - $55 range on $NVO On the technical side for $NVO I see a short term target of $68 (i.e. gap fill) with a pullback towards the support at $52. We want to see price structure and accumulation take place between these levels. https://t.co/wchYi2RXGq On the technical side for $NVO I see a short term target of $68 (i.e. gap fill) with a pullback towards the support at $52. We want to see price structure and accumulation take place between these levels. https://t.co/wchYi2RXGq"  
[X Link](https://x.com/EUnicornHunter/status/2016607787808120944)  2026-01-28T20:22Z [---] followers, [----] engagements


"A bit of research into US medical insurers Medical Care (Loss) Ratios highlights why the sector has been struggling as a whole. MCR highlights how much of insurance premiums collected are spent on claims - 90% is not a good number $CI stands out as a really interesting outlier here and this is really driven by the sale of its Medicare business to HCSC. They are now a FinTech/Pharmacy powerhouse disguised as an insurer $UNH $CI $HUM $CVS $ELV $CNC [----] estimated exposure to Medicare and Gov reimbursement changes for $CNC $UNH $HUM & $CVS 👇 https://t.co/jbTOckSXdR [----] estimated exposure to"  
[X Link](https://x.com/EUnicornHunter/status/2016635017922040037)  2026-01-28T22:10Z [---] followers, [---] engagements


"@thexcapitalist $PGY is one of the most risk adverse plays on the market they don't hold any loans on their balance sheet with over $1.1bn in cash https://x.com/EUnicornHunter/status/2015456377226084778s=20 Analysts are writing off Pagaya $PGY because they think it's just another lender. The 6.4x Forward P/E [----] PEG. [----] Cash Conversion and the $10.7B network volume tell a different story 👇 The Setup: Swung to profitability with a 44% surge in institutional interest. The https://t.co/D9eRRsAq3d https://x.com/EUnicornHunter/status/2015456377226084778s=20 Analysts are writing off Pagaya $PGY"  
[X Link](https://x.com/EUnicornHunter/status/2016974914134114759)  2026-01-29T20:41Z [---] followers, [----] engagements


"@DividendTalks $ADBE and $NOW offer the best value at these levels https://x.com/EUnicornHunter/status/2013729754168402067s=20 Every time $ADBE has been this oversold on the daily RSI we have seen a 17% - 33% rally. In a climate of instability large defensive names with huge cash piles get bought. This is currently right in my buy zone with a target set of $372 within the next [--] months. https://t.co/djLfeMUcWw https://x.com/EUnicornHunter/status/2013729754168402067s=20 Every time $ADBE has been this oversold on the daily RSI we have seen a 17% - 33% rally. In a climate of instability large"  
[X Link](https://x.com/EUnicornHunter/status/2016982748230008992)  2026-01-29T21:12Z [---] followers, [----] engagements


"Why did $NOW drop 12% on a beat-and-raise 95x P/E leaves zero room for error. The market is punishing 'Great' because it wanted 'God-tier.' But with 57% FCF margins and a $5B buyback the smart money is watching the floor"  
[X Link](https://x.com/EUnicornHunter/status/2017009538881167422)  2026-01-29T22:58Z [---] followers, [---] engagements


"@MontanaMatos I really do see AI as an opportunity to $DUOL. They have captured the habit of 50m users that they can cross-sell other topics to at no additional cost AI just means they can reduce their reliance on voice actors and content creators. https://x.com/i/status/2015443290825666951 Ive finished the deep-dive scoring on Duolingo $DUOL. While the bears focus on "translation tech" I'm watching the 34% FCF margins and the 50M DAU habit. The Maths: 5.8x Revenue valuation is a "Value Gap" anomaly for 36% growth. The Moat: AI isn't a competitor; its a https://t.co/N54gHf5KIv"  
[X Link](https://x.com/EUnicornHunter/status/2017258534530892081)  2026-01-30T15:28Z [---] followers, [---] engagements


"Verizon $VZ earnings beat and price surge of 11%. Large defensives paying a 6.7% yield don't move like this 👇 As part of my Grok-powered scan of stocks near 52-week lows with surging sentiment Verizon $VZ stood out with a 31% spike in weekly impressions vs. its 3-month average. Ive applied the forensic 15-KPI audit and here is why $VZ is a high-conviction core investment play: https://t.co/OLvxxTAzyV As part of my Grok-powered scan of stocks near 52-week lows with surging sentiment Verizon $VZ stood out with a 31% spike in weekly impressions vs. its 3-month average. Ive applied the forensic"  
[X Link](https://x.com/EUnicornHunter/status/2017345241783664996)  2026-01-30T21:12Z [---] followers, [---] engagements


"@QualityInvest5 Generational buy - this will be at the forefront of agentic payments 👇 https://x.com/i/status/2015778474745548900 Ive finished the forensic audit of PayPal $PYPL. There are three key fundamental considerations since the start of the year; The Cymbio Acquisition (Jan [--] 2026): PayPal just acquired Cymbio a multi-channel orchestration platform. This isn't just another bolt-on; it allows https://t.co/B8dwfXyVLq https://x.com/i/status/2015778474745548900 Ive finished the forensic audit of PayPal $PYPL. There are three key fundamental considerations since the start of the year;"  
[X Link](https://x.com/EUnicornHunter/status/2017350337850491112)  2026-01-30T21:32Z [---] followers, [----] engagements


"THE RARE GREEN UNICORN: $ZVRA Deep Dive 👇 1/ The Setup: BioTech usually burns cash until it dies. Not $ZVRA. In [----] they are flipping from red to black. 2024: -$100M Loss 2026: +$0.51 EPS (Projected) 2/ The Moat (MIPLYFFA): First & only FDA-approved therapy for NPC (Niemann-Pick Type C). Orphan Drug Status = Zero competition High Pricing Power Global rollout via Uniphar deal (Jan '26) adds massive scale. 3/ The Valuation Anomaly: PEG Ratio: [----] (Target is 1.0) EV/EBITDA: 11.5x (Target is 12x) Youre buying a commercial-stage powerhouse at clinical-stage prices. 4/ The Balance Sheet:"  
[X Link](https://x.com/EUnicornHunter/status/2017368817865810148)  2026-01-30T22:46Z [---] followers, [---] engagements


"🚨BANK COLLAPSE ALERT: The First of [----] 🏛 Metropolitan Capital Bank & Trust has officially been shut marking the first major casualty of the year. 1/ The Failure: The Illinois Department of Financial and Professional Regulation closed the bank with the FDIC stepping in as receiver. When the "Commercial Real Estate" (CRE) weight becomes too heavy the balance sheet buckles. 2/ The Numbers: Total Assets $240M. While small compared to the [----] giants this is the "Canary in the Coal Mine" for mid-tier lenders in [----]. High-interest rates + declining property values = A Quality Score of 0/10. 3/"  
[X Link](https://x.com/EUnicornHunter/status/2017490000175149449)  2026-01-31T06:47Z [---] followers, [---] engagements


"🚨 MONDAY OPEN: THE $KRE PRESSURE COOKER 🚨 Metropolitan Capitals collapse isn't a [----] repeatit's a Liquidity Filter. Heres the execution plan for $KRE. 1/ The Gap Down: Expect a 4-5% plunge at the open. Algorithms are currently pricing in "Contagion." But remember: The first [--] mins are driven by fear; the last [--] mins are driven by Math. 2/ The CRE Trap: $KRE is equal-weighted meaning the "Zombie Banks" with high Commercial Real Estate exposure are the anchor. We are auditing every holding for Cash-to-Debt [----]. If they don't have the cash they don't have a future. 3/ The Play: Don't chase"  
[X Link](https://x.com/EUnicornHunter/status/2017512619335184564)  2026-01-31T08:17Z [---] followers, [--] engagements


"Adobe $ADBE is currently trading at a 21x P/E. For a company with 88% gross margins and 34% earnings growth this is a valuation disconnect. The "herd" is afraid that AI tools (Midjourney/Canva) will kill Adobe. Adobe is integrating AI better than anyone. Firefly is already driving a 34% spike in operating profit. Every time $ADBE has been this oversold on the daily RSI we have seen a 17% - 33% rally. In a climate of instability large defensive names with huge cash piles get bought. This is currently right in my buy zone with a target set of $372 within the next [--] months."  
[X Link](https://x.com/EUnicornHunter/status/2017533993139204312)  2026-01-31T09:42Z [---] followers, [---] engagements


"This weekend I will post a deep-dive into mag [--] AI Capex spend projected for [----] the risks of such large capex investments and who benefits. Summary of key trends below 👇 $AMZN $MFST $GOOGL $META $TSLA $AAPL"  
[X Link](https://x.com/EUnicornHunter/status/2017618931809190182)  2026-01-31T15:20Z [---] followers, [---] engagements


"The #1 Risk: Meta Platforms $META Meta is currently the "Poster Child" for the Depreciation Trap. Here is the mechanical breakdown of why they are at the highest risk. [--]. The "Capex-to-Revenue" Overload Most of the Mag [--] have diversified revenue streams to absorb massive spending. Meta is essentially a single-engine plane (Advertising) trying to carry a massive lead weight (AI/Metaverse Infrastructure). The Math: Meta is projecting [----] Capex between $115B and $135B. The Reality: This represents nearly 40% of their total projected revenue. For comparison Apples Capex is a measly 4% of"  
[X Link](https://x.com/EUnicornHunter/status/2017697759638524030)  2026-01-31T20:33Z [---] followers, [---] engagements


"My concern with $META is that it's CAPEX makes up nearly 40% of revenue. $META doesn't have the same advantage as $MSFT or $AMZN where they rent the chips out through Azure/AWS. The pinch is already being felt with FCF down from 6% to 3.5% and the depreciation charges bite hard towards the end of this year. $AAPL is the MAG7 stock with the most risk adverse capex strategy that is proven to add at least 2% - 3% in margins. https://x.com/i/status/2017697759638524030 https://x.com/i/status/2017697759638524030"  
[X Link](https://x.com/EUnicornHunter/status/2017979663725793650)  2026-02-01T15:13Z [---] followers, [---] engagements


"@DVSignals Potash is going to be the trade of [----]. Brazil and India are driving price demand with limited supply. I'm backing $MOS as the most exciting exposure to this trade. https://x.com/EUnicornHunter/status/2011797171352322438s=20 https://x.com/EUnicornHunter/status/2011797171352322438s=20"  
[X Link](https://x.com/EUnicornHunter/status/2011917838626234735)  2026-01-15T21:46Z [---] followers, [--] engagements


"PEG of [----] forward P/E of [---] cash conversion of [----] and a FCF yield of 9.2%. I don't understand how $PGY is only valued at $21 when they have a business model that is capital light low risk and with their AI risk assessments only producing bad debts of 6% https://x.com/i/status/2015456377226084778 https://x.com/i/status/2015456377226084778"  
[X Link](https://x.com/EUnicornHunter/status/2015863730060611877)  2026-01-26T19:05Z [---] followers, [---] engagements


"@JM_Investment0 $CNC has a much lower exposure to Medicare however overall it has the largest exposure to government funding 👇 https://x.com/i/status/2016409491340660976 [----] estimated exposure to Medicare and Gov reimbursement changes for $CNC $UNH $HUM & $CVS 👇 https://t.co/jbTOckSXdR https://x.com/i/status/2016409491340660976 [----] estimated exposure to Medicare and Gov reimbursement changes for $CNC $UNH $HUM & $CVS 👇 https://t.co/jbTOckSXdR"  
[X Link](https://x.com/EUnicornHunter/status/2016519792010637717)  2026-01-28T14:32Z [---] followers, [---] engagements


"Why $ENPH is a "Buy Now" 👇 [--]. The GaN Revolution (IQ9) Enphase has officially moved from Silicon to Gallium Nitride (GaN) technology. As of late December [----] they started shipping the IQ9N-3P Commercial Microinverter. The Moat: GaN allows for faster switching and cooler operation. This isn't just a tweak; its a 97.5% efficiency powerhouse that reduces installation costs. The [----] Roadmap: Residential IQ9 shipments are slated for Q1 [----] which will trigger a mass-market upgrade cycle. [--]. The "Bidirectional" EV Catalyst [----] is the year Enphase releases its Full Bidirectional EV Charger. This"  
[X Link](https://x.com/EUnicornHunter/status/2017332664316137761)  2026-01-30T20:22Z [---] followers, [---] engagements


"$ENPH is right in the buy zone; pullback to the breakout zone and the [---] day EMA and [--] day EMA 🎯 Why $ENPH is a "Buy Now" 👇 [--]. The GaN Revolution (IQ9) Enphase has officially moved from Silicon to Gallium Nitride (GaN) technology. As of late December [----] they started shipping the IQ9N-3P Commercial Microinverter. The Moat: GaN allows for faster switching and cooler https://t.co/OB0WsJ11tS Why $ENPH is a "Buy Now" 👇 [--]. The GaN Revolution (IQ9) Enphase has officially moved from Silicon to Gallium Nitride (GaN) technology. As of late December [----] they started shipping the IQ9N-3P"  
[X Link](https://x.com/EUnicornHunter/status/2017333274587050072)  2026-01-30T20:25Z [---] followers, [---] engagements


"The Accounting AI Bubble Deep Dive 👇 The Depreciation Trap is the silent killer of margins. Its what happens when the massive bills of today become the anchor of tomorrow. [--]. The Mechanics: From Capex to the "Profit Graveyard" When Meta or Microsoft spends $100B on H100 chips and data centers that money is "Capital Expenditure" (Capex). It doesn't hit the Income Statement (Profit & Loss) immediately. Instead it sits on the Balance Sheet as a "fixed asset." The Trap: Every year a portion of that $100B must be "depreciated"it becomes an expense. The AI Obsolescence Factor: Unlike a factory"  
[X Link](https://x.com/EUnicornHunter/status/2017696117086154828)  2026-01-31T20:26Z [---] followers, [---] engagements


"THE APPLE $AAPL EFFICIENCY PLAY: Silicon Servers 🦄 While the rest of the Mag [--] are sprinting into a $400B AI Depreciation Trap Apple is playing a different game. Im following the Gross Margin trail. 🧵👇 This weekend I will post a deep-dive into mag [--] AI Capex spend projected for [----] the risks of such large capex investments and who benefits. Summary of key trends below 👇 $AMZN $MFST $GOOGL $META $TSLA $AAPL https://t.co/NCUlgKAgi0 This weekend I will post a deep-dive into mag [--] AI Capex spend projected for [----] the risks of such large capex investments and who benefits. Summary of key"  
[X Link](https://x.com/EUnicornHunter/status/2017851874343264691)  2026-02-01T06:45Z [---] followers, [----] engagements


"The Capex Divergence: Meta & Microsoft are building digital cathedrals ($100B+ each). Apple They have the lowest AI Capex in the group (4% of rev). Why Because they don't want to own the "Cloud"they want to own the Silicon"  
[X Link](https://x.com/EUnicornHunter/status/2017852547415912561)  2026-02-01T06:48Z [---] followers, [--] engagements


"The Margin Engine: By dumping billions into custom US-made chips (A19/M5) instead of just renting GPUs $AAPL is cutting out the middleman. They aren't just making tech; they are capturing the profit Intel used to keep"  
[X Link](https://x.com/EUnicornHunter/status/2017852718035939653)  2026-02-01T06:49Z [---] followers, [--] engagements


"The Result: $AAPL are looking at a 50% Gross Margin target for [----]. High chip investment + Low infrastructure burn = A massive boost to Cash Conversion. The Verdict: The market calls them a "laggard" but I see a Quality Fortress. While others build the roads Apple is building the engine. This is how you win the AI war without losing your margins https://twitter.com/i/web/status/2017853135742513212 https://twitter.com/i/web/status/2017853135742513212"  
[X Link](https://x.com/EUnicornHunter/status/2017853135742513212)  2026-02-01T06:50Z [---] followers, [--] engagements


"2. The "Memory" Layer (The Bottleneck) You cant run AI without High Bandwidth Memory (HBM). Micron $MU: In December [----] Micron reported record quarterly revenue of $13.6 billion. The Mag 7s transition to HBM3E and HBM4 is a massive tailwind. We estimate Micron will see an incremental $10B - $12B in revenue in [----] purely from AI-driven server memory demand"  
[X Link](https://x.com/EUnicornHunter/status/2017903847495045527)  2026-02-01T10:12Z [---] followers, [--] engagements


"3. The "Physical" Layer (Power & Cooling) Modern data centers are essentially giant space heaters. You need to power them and cool them. Vertiv $VRT: The leader in liquid-to-chip cooling. As GPU clusters hit [------] units air cooling fails. Vertiv is seeing triple-digit growth in liquid cooling orders. We project their AI-related revenue contribution to surge by $4B - $6B as the "Physical" side of AI becomes the primary constraint. Eaton $ETN & GE Vernova $GEV: These are the "Power Managers." Hyperscalers now account for over one-third of recent industrial electrical orders. GEV alone has a"  
[X Link](https://x.com/EUnicornHunter/status/2017904047731216815)  2026-02-01T10:13Z [---] followers, [---] engagements


"@fiscal_ai $AAPL have pursued the right CAPEX strategy here - invest in what drives margin growth (i.e. manufacturing their own chips) https://x.com/i/status/2017877799248273475 $AAPL through my model scores a [---] purely held back due to valuation (I'm ignoring current ratio and cash to debt as they are undertaking aggressive buy backs which deliver shareholder value). This is a stock I will be watching very closely with it's CAPEX strategy currently https://t.co/iAs4c7zzWN https://x.com/i/status/2017877799248273475 $AAPL through my model scores a [---] purely held back due to valuation (I'm"  
[X Link](https://x.com/EUnicornHunter/status/2017908033074909641)  2026-02-01T10:29Z [---] followers, [---] engagements


"My concern with $META is that it's CAPEX makes up nearly 40% of revenue. $META doesn't have the same advantage as $MSFT or $AMZN where they rent the chips out through Azure/AWS. The pinch is already being felt with FCF down from 6% to 3.5% and the depreciation charges bite hard towards the end of this year. $AAPL is the MAG7 stock with the most risk adverse capex strategy that is proven to add at least 2% - 3% in margins. https://x.com/i/status/2017697759638524030 https://x.com/i/status/2017697759638524030"  
[X Link](https://x.com/EUnicornHunter/status/2017984007212875905)  2026-02-01T15:30Z [---] followers, [--] engagements


"@wealthmatica I really want to see $DUOL expand it's product to include more topics - they have 50m users at their fingertips that they can cross sell to without any additional cost of acquiring customers. https://x.com/i/status/2015443290825666951 Ive finished the deep-dive scoring on Duolingo $DUOL. While the bears focus on "translation tech" I'm watching the 34% FCF margins and the 50M DAU habit. The Maths: 5.8x Revenue valuation is a "Value Gap" anomaly for 36% growth. The Moat: AI isn't a competitor; its a https://t.co/N54gHf5KIv https://x.com/i/status/2015443290825666951 Ive finished"  
[X Link](https://x.com/EUnicornHunter/status/2017987333883076835)  2026-02-01T15:44Z [---] followers, [---] engagements


"@tradealgo_ $AAPL have pursued the right CAPEX strategy here - invest in what drives margin growth (i.e. manufacturing their own chips) They will come out on top when the depreciation trap is sprung on $META $AMZN & $MSFT. https://x.com/i/status/2017851874343264691 THE APPLE $AAPL EFFICIENCY PLAY: Silicon Servers 🦄 While the rest of the Mag [--] are sprinting into a $400B AI Depreciation Trap Apple is playing a different game. Im following the Gross Margin trail. 🧵👇 https://x.com/i/status/2017851874343264691 THE APPLE $AAPL EFFICIENCY PLAY: Silicon Servers 🦄 While the rest of the Mag [--] are"  
[X Link](https://x.com/EUnicornHunter/status/2018009464700289026)  2026-02-01T17:12Z [---] followers, [--] engagements


"@Honeystocks1 I really just want to see the earnings call push this down to $52-$55 one last time 🙏 https://x.com/i/status/2016607787808120944 I'm just waiting for that pullback to the $52 - $55 range on $NVO https://t.co/xCr1BwKSOS https://x.com/i/status/2016607787808120944 I'm just waiting for that pullback to the $52 - $55 range on $NVO https://t.co/xCr1BwKSOS"  
[X Link](https://x.com/EUnicornHunter/status/2018013395430080808)  2026-02-01T17:27Z [---] followers, [---] engagements


"@gainify_io I think $MSFT goes lower until we see some benefits from the $500bn of capex on Stargate. $AAPL currently has the most logical capex strategy with a direct positive impact on margins. https://x.com/i/status/2017696117086154828 The Accounting AI Bubble Deep Dive 👇 The Depreciation Trap is the silent killer of margins. Its what happens when the massive bills of today become the anchor of tomorrow. [--]. The Mechanics: From Capex to the "Profit Graveyard" When Meta or Microsoft spends $100B on H100 https://x.com/i/status/2017696117086154828 The Accounting AI Bubble Deep Dive 👇 The"  
[X Link](https://x.com/EUnicornHunter/status/2018033959209197688)  2026-02-01T18:49Z [---] followers, [---] engagements


"The AI Laggards - Logic vs Hype Everyone is buying the chips but i'm buying the infrastructure bottlenecks and monetisers the market forgot. Here is why they win and where they are going. 👇 1/ $ADBE (Adobe): The Monetizer AI Edge: Firefly AI is a "Margin Machine." They aren't buying the GPUs; they are renting the power to automate high-value creative workflows. Logic: 34% EPS growth on 21x P/E is a mathematical gift. Price Target: $635 (32% upside). 2/ $LITE (Lumentum): The Nervous System AI Edge: You cant build a 100k GPU cluster without light. $LITEs lasers power the 1.6T optical"  
[X Link](https://x.com/EUnicornHunter/status/2018044127431303438)  2026-02-01T19:29Z [---] followers, [---] engagements


"Ashmore $ASHM is up 23% Most traders see +23% and sell. Analysts see a PEG of [----] and buy. The $2.6B inflow isn't a fluke; it's the "Great Rotation." Capital is fleeing expensive US Tech for EM Value. Ashmore has 500M+ in cash. At an EV/EBITDA of 8.5x the market is still ignoring the "Fortress" balance sheet. [--] month price target of 242p - reasoning below 👇 The "High-Water Mark" Re-rating: 240p-245p represents the high end of the current analyst corridor and a major psychological resistance level from the 2021-2022 cycle. The Earnings Multiplier: Analysts are currently in their offices"  
[X Link](https://x.com/EUnicornHunter/status/2011856159926321542)  2026-01-15T17:41Z [---] followers, [---] engagements


"@Kacper_PK_CH Fertilizer prices are due a strong recovery this year - South America is returning back to normal levels or demand. $MOS is one of the best plays to gain exposure to this cyclical change https://x.com/i/status/2011488235458117799 @RockBtmEntries We are seeing price demand drivers such as Brazil recover and prices beginning to appreciate. $MOS is the best exposure to this cycle 👇 https://t.co/5bSQtcamuy https://x.com/i/status/2011488235458117799 @RockBtmEntries We are seeing price demand drivers such as Brazil recover and prices beginning to appreciate. $MOS is the best exposure"  
[X Link](https://x.com/EUnicornHunter/status/2014595054308835652)  2026-01-23T07:04Z [---] followers, [--] engagements


"@investwithsheng The fundamentals and technicals align for $OMDA 👌 https://x.com/i/status/2014795259369128323 Analysts are missing the EBITDA inflexion point against Omada Health $OMDA. When a company with 64% Gross Margins (software-level) stops burning cash and starts generating it the valuation re-rating is usually violent. The Growth Engine: 51.5% Revenue Growth 55% Member Growth https://t.co/jqfwRw7oLq https://x.com/i/status/2014795259369128323 Analysts are missing the EBITDA inflexion point against Omada Health $OMDA. When a company with 64% Gross Margins (software-level) stops burning"  
[X Link](https://x.com/EUnicornHunter/status/2014807682834653653)  2026-01-23T21:09Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing